LONZ : Institutional Ownership for Pimco Senior Loan Active Exchange-traded Fund

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Pimco Senior Loan Active Exchange-traded Fund (LONZ)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

4,597,282

% of shares held :

51.08%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

-85,717

% of shares held change :

-0.95%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	6	53,210	1.16%
	Increased Positions :	14	870,134	18.93%
	Unchanged Positions :	3	79,116	1.72%
	Decreased Positions :	7	-417,502	-9.08%
	Closed Positions :	9	-591,559	-12.87%
	Guru Positions :	0		0%

Charting Not Avaliable

Page 1 of 1

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
ALLIANZ ASSET MANAGEMENT AG	114	-	2023-12-31	2,129,700	$107,507,000	550,200
WEALTH ENHANCEMENT ADVISORY SERVICES LLC	166	-	2024-03-31	953,438	$48,768,000	16,022
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC	12	-	2024-03-31	730,857	$37,383,000	59,956
Roger Wittlin Investment Advisory LLC	5	-	2024-03-31	165,826	$8,482,000	3,403
ROYAL BANK OF CANADA	1567	-	2023-12-31	161,766	$8,165,000	16,318
LifePro Asset Management	5	-	2024-03-31	86,548	$4,427,000	8,132
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC	934	-	2024-03-31	69,681	$3,564,000	20,766
HILLTOP HOLDINGS INC.	197	-	2023-12-31	22,859	$1,154,000	450
J.W. COLE ADVISORS INC.	322	-	2024-03-31	21,975	$1,124,000	7,813
CWM LLC	911	-	2024-03-31	16,852	$862,000	4,188
Advisor Group Holdings Inc.	2556	-	2024-03-31	15,211	$778,000	3,317
NAPLES GLOBAL ADVISORS LLC	281	-	2024-03-31	10,225	$523,000	1,025
Acorn Wealth Advisors LLC	148	-	2024-03-31	5,526	$283,000	196
BANK OF AMERICA CORP /DE/	5056	-	2023-12-31	3,510	$177,000	3,510

14 Records found

Page 1 of 1

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